Trusted senior leadership for complex, mission-driven organizations

I partner with boards, executives, and leadership teams to provide clarity, stability, and forward momentum during periods of transition, growth, or strategic change.

Services include:

• Interim and fractional executive leadership (ED, COO, Chief of Staff, Program/Impact)

• Interim & Fractional Philanthropic Leadership

  • Interim Executive or Program Leadership
    Short-term leadership support for foundations or giving programs during transitions.

  • Fractional Philanthropic Advisor
    Ongoing strategic partnership for donors or organizations seeking senior-level guidance without a full-time hire.

• Executive transition support and onboarding

• CEO / Executive Director advisory and coaching

• Board–executive partnership strengthening

• Organizational diagnostics and leadership assessments

Ideal for: Organizations navigating leadership change, growth, or strategic inflection points.

Aligning mission, structure, and systems for durable impact

I help organizations translate values and vision into operational reality—building systems that support accountability, learning, and long-term sustainability.

Services include:

• Strategic planning and implementation support

• Scenario planning and organizational redesign

• Performance management, KPIs, and dashboards

• Operational systems design (decision-making, workflows, governance)

• Cross-functional alignment and change management

Ideal for: Organizations seeking clarity, coherence, and execution strength.

Strengthening governance in service of mission and equity

I support boards in becoming more effective partners to leadership, with a focus on clarity of roles, equity-centered decision-making, and strategic stewardship.

Services include:

• Board assessments and facilitation

• Governance structure and committee design

• Board education and learning agendas

• Fundraising and fiduciary readiness

• Executive–board relationship support

Ideal for: Boards seeking to grow into more strategic, values-aligned leadership.

Designing programs that are community-driven, measurable, and impactful

I bring a programmatic lens shaped by public service, philanthropy, and design—ensuring programs are responsive to community needs and grounded in evidence.

Services include:

• Program design and refinement

• Capacity-building strategies

• Impact measurement and evaluation frameworks

• Grantmaking strategy and due diligence systems

• Learning agendas and continuous improvement models

Ideal for: Foundations, nonprofits, and public agencies strengthening impact and accountability.

Building financial models that support mission and resilience

I support organizations in strengthening fundraising systems, diversifying revenue, and aligning financial strategy with programmatic goals.

Services include:

• Fund development strategy (individual, institutional, earned revenue)

• Board fundraising readiness and support

• Budget development and financial planning

• Grantmaking and reporting systems

• Fee-for-service and entrepreneurial model design

Ideal for: Organizations seeking sustainable, values-aligned growth.

I partner with philanthropic organizations, families, and institutions to design, strengthen, and steward giving strategies that are values-aligned, compliant, and impactful. My work centers on helping funders move from intention to action—building thoughtful, effective philanthropic practices grounded in equity, learning, and long-term impact.

Philanthropic Strategy & Design

• Philanthropic Visioning & Strategic Planning
  Facilitation of values-based philanthropic strategy, including mission refinement, focus areas, geographic priorities, and theories of change.

• Giving Structure & Fund Design
  Guidance on selecting and structuring appropriate philanthropic vehicles, including:

  • Private foundations

  • Donor-advised funds (DAFs)

  • Corporate giving programs

  • Scholarship funds

  • Restricted and unrestricted grantmaking portfolios

• Spend-Down & Legacy Planning
  Support for donors and boards considering spend-down strategies, legacy goals, and long-term impact planning.

Nonprofit Vetting, Due Diligence & Portfolio Management

• Nonprofit Due Diligence & Vetting
  Comprehensive organizational reviews including governance, leadership, financial health, program effectiveness, and equity practices.

• Grantmaking Criteria & Decision Frameworks
  Development of clear, transparent criteria and processes for evaluating grant opportunities and aligning investments with donor priorities.

• Grant Portfolio Design & Management
  Support in building balanced grant portfolios that reflect risk tolerance, learning goals, and desired impact.

• Monitoring, Evaluation & Learning (MEL)
  Design of right-sized reporting and learning frameworks that respect grantee capacity while supporting accountability and insight.

Governance, Compliance & IRS Guidance

• IRS Compliance & Best Practices
  Guidance on charitable giving requirements, including:

  • IRS regulations for private foundations and corporate giving

  • Self-dealing, excess benefit, and conflict-of-interest considerations

  • Expenditure responsibility and grant documentation

• Board & Donor Education
  Training and briefings for boards, trustees, and donors on philanthropic governance, fiduciary responsibilities, and emerging best practices.

• Policies & Operating Procedures
  Development of grantmaking policies, conflict-of-interest policies, investment alignment guidelines, and operating protocols.

Equity-Centered & Trust-Based Philanthropy

• Equity & Justice-Aligned Grantmaking
  Support for funders seeking to embed equity, inclusion, and community voice into philanthropic strategy and decision-making.

• Trust-Based Philanthropy Practices
  Guidance on shifting toward multi-year funding, streamlined applications, and grantee-centered relationships.

• Community Engagement & Learning
  Design and facilitation of listening sessions, site visits, and learning opportunities that center community expertise and lived experience.

Strategic Advisory & Partnership Development

• Funder Collaboration & Co-Investment Strategy
  Support for partnerships, pooled funds, and collaborative giving efforts.

• Corporate Philanthropy Strategy
  Alignment of corporate giving with ESG goals, employee engagement, brand values, and community impact.

• Issue-Area Research & Landscape Analysis
  Research and synthesis of funding landscapes, trends, and opportunities across focus areas such as education, climate, sustainability, civic engagement, arts, and community development.

Centering community voice in decision-making and design

With deep experience in civic engagement and public-sector planning, I design and facilitate inclusive processes that build trust and produce actionable outcomes.

Services include:

• Community engagement and outreach strategies

• Public meeting and workshop facilitation

• Participatory planning processes

• Cross-sector collaboration and coalition building

• Equity-centered engagement design

Ideal for: Public agencies, institutions, and organizations working in community contexts.